skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter and team,

Portfolio Analytics indicates a need to increase our Consumer Defensive sector holdings. Across our combined accounts for this sector, we also hold COST and DOL, as well as two ETFs (ZLB with 19% representation, and XST with 71.5% representation in this sector.)

I am considering adding roughly equal amounts of L and JWEL to achieve the goal, and realize that L is much larger than JWEL, as well as being more defensive. But I do note that JWEL appears to have greater momentum presently and has a higher dividend as well.

PA classifies our portfolio as ‘Risk Managed Growth’, and L and JWEL would go into an 82-year-old’s RRIF.

Would you endorse such a plan? I’d also change the 50/50 allocation if you suggest this.

As always, thanks for your assistance.
Read Answer Asked by Jerry on June 16, 2025
Q: Hello 5i,
There have been many negative questions regarding Tariffs and other non-Canadian officials. Wondering if it makes sense to look to those Canadian companies that would benefit from the upcoming April 28, 2025 event results.
Following is my list of questions for you – please feel free to take as many credits as you require since I typically don’t use many.
• The clear winner looks to be BAM/BN/BIP/BEP with the massive housing & project build plans. Some housing build plans look to be well beyond anything the private sector has ever seen. Outside of investing in BAM/BN/BIP/BEP are there any other companies that will experience increased growth rates? Perhaps Canadian Only Lumber Companies, Steel, etc.… Being careful to ensure the industrial carbon tax doesn’t offset any building growth rates.
• Looks like major projects are going to be built to save the country from the tariffs. Assuming these are going to be non-conventional energy would the companies such as BAM/BN/BIP/BEP/WSP, benefit the most? Are there any other companies to start looking at? Perhaps carbon capture companies?
• I wonder if there are any areas of benefactors increasing/decreasing the amount of tax havens in Canada? There are a fair number of mid/small companies that could setup a beneficial tax structure and become more profitable. My experience with setting up offshore structures is that there are setup/dismantle/maintenance costs with Lawyers and Accountants but perhaps other benefactors are investable. Are there any publicly traded Accounting or Legal companies to start watching?
• With proposed additional spend to media companies are there any benefactors? Will BCE benefit from the overall plan? Are there companies worth looking at in the media sector?
• With the additional military spend are there any companies in Canada to invest in? I have a small position in MAL which could benefit from Canada built fighter jets. Is BBD.B a good one to look at?
• After reviewing the proposed firearm buyback pricing list, the overall program looks to be worth ~$2B in 2025 for Canadians. My question is could there be benefactors to this spend? Maybe ~$2B is not enough to stimulate the economy considering the current spending levels but it reminds me of a COVID-like spend bump. Assuming a large portion of the funds will be redistributed back into the economy.
• Health care seems to be getting an increased focus compounded with the buy Canada therefore are there any pure Canadian pharmaceutical/healthcare companies that will benefit? I have a SIS position that I could add to if they are going to be benefactors. Are there any companies that provide safe site vending machines or building structures?
Read Answer Asked by Dean on April 17, 2025
Q: Please rank the above companies for total return over the next three years. For the top two companies, please advise why you prefers them.
Read Answer Asked by David on February 24, 2025
Q: Hi Group looking for some direction on following stocks. Looking for growth along with some dividend return. \plse give me a couple (5) of your suggestions that fit the guidelines lastly please rate them all 10 being best
Read Answer Asked by Terence on February 18, 2025
Q: I read with interest your recent response about high risk stocks for conservative investors. Me, becoming more a conservative investor (as I enter my 80's but still like growth....hahahaha). With that in mind would you consider the following stocks high risk - LSPD, MX, JWEL, and in the US, MITK, PINS, PYPL, SQ, DLTR, DOCU....Thanks for your take.........Tom
Read Answer Asked by Tom on August 24, 2023
Q: Hi, the last response (Mar '23) on JWEL was ..."It's 18X earnings, we think 15X would be a better price point.", what would 15x equate to in stock price?
Has anything else changed since the release of Q1 results that gives you more hope or that we have seen perhaps a bottom in the stock price? It hit a 52 week low yesterday. There has been insider buying last 3-6 months vs sells. Has this essentially become a value stock now vs growth?
I do not own but it is on my watch list.

Cheers,
Steve
Read Answer Asked by Stephen on July 17, 2023
Q: I currently have holdings in the above-noted companies inside my TFSA and am intending to add to one or more of the positions. I understand that they are very different entities, but how you would rank them in terms of general quality and upside? Thank You
Read Answer Asked by Andrew on December 19, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!